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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage 130
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Outsourcing Lead Generation To Accelerate Growth

CFO News Room

Then you got the advisors that are kind of working the relationship long term and then you’ve got kind of the higher-ups that come in for strategic planning and an investment meeting or an estate planning meeting. ” And that stuff obviously is extremely helpful going into those phone calls.

Planning 130